Web Connect for Microsoft CRM is a Microsoft CRM 3.0 compatible component that allows organizations using Microsoft CRM to easily integrate their web site to Microsoft CRM for lead and web visitor activity capture. Web Connect will allow organizations to:
- Link multiple web site forms to CRM to create Lead and Activity records.
- By form, Web Connect can be configured to execute any or all of the following actions:
- Email all web form values and actions taken to an SMTP address, record owner, record owner's manager or team in CRM
- Match by email address and create new Lead or Activity depending on whether email address was matched to an existing Lead or Contact
- Create an additional CRM activity to log form field values and actions taken (same information as sent in email)
- Send a configurable HTML or text (administrator may specify) formatted confirmation email to visitor
- Specify a URL to which to post one or more of the form field values (e.g. this action may be used for opting visitor into a 3rd party email list)
- Run workflow rules in CRM
